Harvest Group Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 194,090 shares of SPSM stock, worth $8.56 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
194,090
Previous 200,736 3.31%
Holding current value
$8.56 Million
Previous $7.42 Million 1.23%
% of portfolio
4.77%
Previous 5.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023
SELL
$36.04 - $42.08 $239,521 - $279,663
-6,646 Reduced 3.31%
194,090 $7.33 Million
Q4 2022

Jan 27, 2023
BUY
$34.79 - $39.85 $215,280 - $246,591
6,188 Added 3.18%
200,736 $7.42 Million
Q3 2022

Nov 08, 2022
BUY
$33.99 - $41.52 $206,659 - $252,441
6,080 Added 3.23%
194,548 $7.01 Million
Q2 2022

Aug 04, 2022
SELL
$34.83 - $42.53 $748,984 - $914,565
-21,504 Reduced 10.24%
188,468 $7.4 Million
Q1 2022

Apr 21, 2022
BUY
$39.91 - $45.5 $8.38 Million - $9.55 Million
209,972 New
209,972 $8.83 Million

Others Institutions Holding SPSM

# of Institutions
969
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email